See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $568,608 | $67,331+744.5% | $60,874+834.1% | $134,475+322.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 49.93%-49.9pp | 16.90%-16.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $13,221 | $3,096+327.0% | $2,701+389.4% | $4,740+178.9% |
| Participant deferral / active EE | $7,692 | $4,538+69.5% | $3,817+101.5% | $6,400+20.2% |
| Admin fee / account holder | $1,012 | $4,582-77.9% | $3,224-68.6% | $11,426-91.1% |